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Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-03-14
  • IN RA
    APPROVED
    Since 2024-03-14

Branch Locations

1190 E Canvasback Dr, Terre Haute, IN 47802 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cfd Investments, Inc. Kokomo IN 03/2022 Present
Capital Planning Systems Terre Haute IN 07/2006 Present
Creative Financial Designs Kokomo IN 03/2024 Present
  • 03/2022 → Present
    Cfd Investments, Inc.
    Kokomo, IN
  • 07/2006 → Present
    Capital Planning Systems
    Terre Haute, IN
  • 03/2024 → Present
    Creative Financial Designs
    Kokomo, IN
Other Businesses

1.) Capital Planning Systems; Investment related; 2.) Creative Financial Designs 3.) Honey Creek Ward, Bloomington Stake, Church of Jesus Christ of Latter Day Saints; Not investment-related; 1845 N 6th 1/2 St, Terre Haute, IN 47804; Church; Clerk; 5/4/2025; 30 hours/months; 0 hours/month; Administrative Support, Financial Management, Record Keeping 4.) Shepherds of Griffin Bike Park-Not investment related-Terre Haute, IN 47802-Fundraising-President-10/30/2019-10 hrs/mo-0 hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
S63 Uniform Securities Agent State Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28
  • S63 Uniform Securities Agent State Law Examination
    2022-06-10

View on SEC IAPD

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